You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Wealthtech provider Orion announced a refresh of its brand this week, amongst a trio of milestones and developments that included surpassing $5 trillion in platform assets, attributed to both the organic and inorganic growth of its advisors, and changes to its investing and portfolio management tech stack. The most obvious update is the addition of a star to the upper right of its logo, a visual ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Focal, an AI-powered productivity platform, announced it has raised a $5 million seed round. Distributed Ventures and Wischoff Ventures led the round for the wealthtech firm, which offers AI note-taking and other features. "Focal goes far beyond AI note-taking and meeting prep," wrote founder and CEO John Connell, in an email, "it delivers performance coaching and intelligent AI agents that ove ...